See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,939 | $133,958-80.6% | $112,228-76.9% | $134,475-80.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -17.95% | 47.11%-65.1pp | 27.45%-45.4pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,438 | $4,038-64.4% | $3,635-60.4% | $4,740-69.7% |
| Participant deferral / active EE | $2,431 | $5,291-54.0% | $4,728-48.6% | $6,400-62.0% |
| Admin fee / account holder | $256 | $7,489-96.6% | $6,410-96.0% | $11,426-97.8% |